Our Company

Swenson Wealth is an independent, firm offering a wide spectrum of insurance services and financial strategies for retirees and those planning for retirement.

At Swenson Wealth, relationships are more than just meetings and handshakes. We value the importance of maintaining open and regular communication with clients, building a relationship based on trust and respect. We recognize our clients’ lifelong accomplishments and work towards helping them achieve their financial goals for the future with confidence and experience.

Our goal is to simplify the retirement process, helping clients to protect the things most important to them and live a healthy, worry-free retirement.

Why Swenson Wealth Management?

Being an Independent firm allows us to choose from the entire spectrum of investment options without having to recommend proprietary products. When it comes to the management of your investments, our advisory team is able to use greater objectivity in our recommendations.

We are Client-Centered. We are committed to putting you and your goals first and we are willing to go the extra mile to ensure you have a great financial plan you are comfortable with. We understand that there is not a “one size fits all” solution and we will work to help you find solutions that are right for you. 

Forbes Magazine

We’re thrilled to appear in Forbes magazine! Please take a look at our profile